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Strategies & Market Trends : The New Millenium Portfolio
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To: Jorj X Mckie who wrote (123)1/18/2000 10:19:00 PM
From: John Pitera  Read Replies (1) of 540
 
Ok you repeated 2 of my 11 ... so you must really like those -vbg-

so these are now on the candidate list:

QCOM JDSU CMRC, ARBA, VERT, WCOM, RFMD, PMCS, CSCO, C,
XOM, Q ORCL SUNW EMC IBM RFMD INKT TXN VRSN

I'll add ITWO, CTXS, LGTO, GLW, nxlk, cnxt, tqnt, nxtl

CRA, AMGN, hgsi, hlit, sdli those are a few of Mike's , I will add that these names I have seen mentioned by us all at different times.
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